See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,087 | $217,402-95.4% | $185,823-94.6% | $167,490-94.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.25% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $2,518 | $5,873-57.1% | $5,167-51.3% | $4,837-47.9% |
| Participant deferral / active EE | $1,213 | $6,356-80.9% | $5,568-78.2% | $6,341-80.9% |
| Admin fee / account holder | $6,414 | $19,811-67.6% | $16,237-60.5% | $12,309-47.9% |